|
601
|
Constellation Investments
Montgomery,
Ohio
|
$731K
|
–
|
–
|
–
|
|
|
602
|
Lebenthal Holdings
New York
|
$730K
|
-$304K
|
-2,850
|
-30%
|
|
|
603
|
Karpas Strategies
Litchfield,
Connecticut
|
$719K
|
–
|
–
|
–
|
|
|
604
|
First Allied Advisory Services
San Diego,
California
|
$719K
|
+$162K
|
+1,520
|
+30%
|
|
|
605
|
Aris Wealth Services
State College,
Pennsylvania
|
$717K
|
+$62.3K
|
+583
|
+10%
|
|
|
606
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$717K
|
+$314K
|
+2,939
|
+80%
|
|
|
607
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$714K
|
-$4.17K
|
-39
|
-0.6%
|
|
|
608
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$713K
|
+$22.1K
|
+207
|
+3%
|
|
|
609
|
BHF Kleinwort Benson Group
Brussels,
Belgium
|
$712K
|
-$98K
|
-918
|
-12%
|
|
|
610
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$710K
|
-$18.1K
|
-169
|
-3%
|
|
|
611
|
Brave Asset Management
Summit,
New Jersey
|
$710K
|
–
|
–
|
–
|
|
|
612
|
Maverick Capital
Dallas,
Texas
|
$710K
|
+$702K
|
+6,570
|
New
|
|
|
613
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
$708K
|
-$75.2K
|
-704
|
-10%
|
|
|
614
|
Citadel Advisors
Miami,
Florida
|
$704K
|
-$131K
|
-1,225
|
-16%
|
|
|
615
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$701K
|
+$53.5K
|
+501
|
+8%
|
|
|
616
|
|
$700K
|
+$386K
|
+3,617
|
+126%
|
|
|
617
|
Moors & Cabot
Boston,
Massachusetts
|
$698K
|
+$27.3K
|
+256
|
+4%
|
|
|
618
|
Boston Family Office
Boston,
Massachusetts
|
$696K
|
-$53.4K
|
-500
|
-7%
|
|
|
619
|
Northeast Investment Management
Boston,
Massachusetts
|
$692K
|
–
|
–
|
–
|
|
|
620
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$686K
|
-$45.4K
|
-425
|
-6%
|
|
|
621
|
BSW Wealth Partners
Boulder,
Colorado
|
$685K
|
–
|
–
|
–
|
|
|
622
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$681K
|
+$35.4K
|
+331
|
+6%
|
|
|
623
|
Homrich & Berg
Atlanta,
Georgia
|
$675K
|
+$22K
|
+206
|
+3%
|
|
|
624
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$666K
|
+$6.51K
|
+61
|
+1%
|
|
|
625
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$664K
|
+$3.42K
|
+32
|
+0.5%
|
|
